Processing an Electronic Claim

Follow the instructions below to open a single EDI file and display its details on screen in easy-to-read table format.

1. Go to File arrow Open in the main menu.

The "Open" menu

Alternatively, click on the "Open Document" icon shortcut located on the program toolbar.

The "Open Document" button
2. Browse through the folders and select a file with .edi extension. Click "Open."

Note: Only claim files in "ANSI 837" format can be opened via the Claim Master. The program will display an error message if you select a file in a different format.

The "Open" window

3. Make sure the program tool bar is displayed in the left area. To display the left program bar with options, select View arrow Info Bar.
4. Select one of the following modes in the "Output Mode" box. The Output mode defines the destination where the result file will be sent to. In our example, we select the "Screen" mode.
Screen — This is a default mode. Select this option to display the EDI file on screen in a preview window.
Printer — This option allows to print the opened EDI file. See also: Selecting a Printer.
Image File — This mode mode creates TIFF or PDF file. Read more in Creating Image Files from EDI.

The "Output Mode" options

Note: You can choose the Output Mode, but not the Claim Type. The claim type is determined by the EDI file. If you have the EDI exchange component licensed, you will have the option to run a HIPAA compliance check before processing a file.

5. The file is now open. Click the "Run" button to process the file. 

The "Run" buttons
6. When you click on the "Run" button, the file will be parsed and the information displayed. As in our example the output mode is "Screen," the claim is displayed in a separate window. See Displaying Claims.

The display of an 837 EDI claim

If you choose an output mode other than Screen, you will see the hourglass mouse pointer until the parsing has been completed.

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